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Meta made significant data center lease commitments in Q1 2026, signaling infrastructure expansion. Additionally, the company launched 'School Mode' to limit distractions and engagement features for …
Cipher Digital is transitioning away from Bitcoin mining toward hyperscaler data center leasing. While current multiples reflect retired mining revenue and negative margins, upcoming contracted lease…
Hyperscalers including Alphabet, Meta, and Microsoft are increasingly relying on off-balance-sheet debt, leases, and multi-hundred-billion purchase commitments to fund aggressive AI infrastructure. A…
Michael Burry shorted Oracle again, warning its $260B AI data-center lease commitments and heavy capex could outpace cash generation. Wall Street remains bullish with a Strong Buy consensus and $248 …
Oracle nears junk credit rating amid $260B in AI data center leases, negative free cash flow and 4.3x debt-to-EBITDA. Analysts warn of 'fallen angel' risk, contrasting sharply with peers Alphabet, Am…
Microsoft's Q4 2026 results boosted AI sentiment, but $130B in new data center leases and a useful-life accounting change (15 to 25 years) raise questions about true free cash flow generation and dep…
Amazon Web Services expands AI capacity with a $5.5B, 15-year data-center lease with Cipher Digital, highlighting strong demand for AI infrastructure and supporting growth in cloud computing services.
Google supports an $830 million expansion of Cipher Mining's AI computing deal, backing $333 million of new lease obligations. The extended 10-year agreement boosts contracted revenue and reflects gr…